Firms by custodian
Registered investment advisers that custody at Safra Securities
Search the full directory by firm name, city, state, CRD number or custodian.
5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| J. Safra Asset Management | New York City, NY | $6.26B |
| Penso Advisors | New York, NY | $1.06B |
| Loom Capital Management | New York, NY | $571M |
| Simetria Advisory Group | Miami, FL | $202M |
| ActiTrust Wealth Management | Plantation, FL | $141M |
- Headquarters
- New York City, NY
- Regulatory AUM
- $6.26B
- Headquarters
- New York, NY
- Regulatory AUM
- $1.06B
- Headquarters
- New York, NY
- Regulatory AUM
- $571M
- Headquarters
- Miami, FL
- Regulatory AUM
- $202M
- Headquarters
- Plantation, FL
- Regulatory AUM
- $141M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Safra Securities here says only what the filing says, and implies nothing about either firm's service.